Adviser Investments LLC Purchases and Sells in Q4 2024

Adviser Investments LLC

$8.03 Billion
Q4 2024

Top Buys

Incresed Positions

265 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	16.3K + 1.96%	$221.69 - $259.02 $3.62M - $4.23M	850K $213M
AVGO	9.44K + 3.8%	$159.67 - $250.0 $1.51M - $2.36M	258K $59.8M
MRK	207K + 61.19%	$96.31 - $114.76 $20M - $23.8M	547K $54.4M
TPL	13K + 359.93%	$915.49 - $1730.0 $11.9M - $22.5M	16.6K $18.4M
CB	51.5K + 297.71%	$271.57 - $301.89 $14M - $15.6M	68.9K $19M
QQQ	26.3K + 319.32%	$481.22 - $538.17 $12.6M - $14.1M	34.5K $17.6M

New Holdings

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EDV	806K New	$67.27 - $79.67 $54.2M - $64.2M	806K $54.6M
ZROZ	781K New	$68.62 - $82.57 $53.6M - $64.5M	781K $53.6M
BKLN	514K New	$20.98 - $21.19 $10.8M - $10.9M	514K $10.8M
IGIB	208K New	$51.33 - $53.74 $10.7M - $11.2M	208K $10.7M
SPG	39.5K New	$167.23 - $183.84 $6.6M - $7.26M	39.5K $6.8M
PNC	30.5K New	$178.39 - $215.0 $5.44M - $6.56M	30.5K $5.88M

Top Sells

Reduced Positions

178 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEE	-184K - 27.21%	$69.77 - $85.43 $12.9M - $15.8M	493K $35.4M
ELV	-25.2K - 37.7%	$365.96 - $514.62 $9.22M - $13M	41.6K $15.4M
ORCL	-88K - 53.59%	$165.41 - $192.43 $14.6M - $16.9M	76.2K $12.7M
DAL	-300K - 96.75%	$47.46 - $65.77 $14.2M - $19.7M	10.1K $609K
CMCSA	-345K - 81.76%	$37.39 - $45.14 $12.9M - $15.6M	76.9K $2.89M
PLD	-109K - 91.55%	$101.4 - $126.96 $11M - $13.8M	10K $1.06M

Activity Summary All Purchases 311 New Holdings 46 Increased Positions 265 All Sells 178 Reductions 178 Sold out 0 Calls 0 Puts 0

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